Shane Hall is a CFP-designated registered investment advisor, based in Louisville, KY, with 11 years of industry experience. Shane is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2201 High Wickham Place, Louisville, KY, 40245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shane is a finance committee member for Ronald McDonald House Charities of KY, a non-investment related activity. This requires minimal time commitment.
Employment History
Current Registrations
Cp Client Solutions LLC
Cp Client Solutions LLCBroker
Cerity Partners LLC
Previous Registrations
Argi Investment Services, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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